|
2001
|
|
$9.28K
|
-$7.58M
|
-175,999
|
-100%
|
|
|
2002
|
Steph & Co
Marinette,
Wisconsin
|
$9.23K
|
-$2.5K
|
-58
|
-22%
|
|
|
2003
|
Delta Asset Management
Memphis,
Tennessee
|
$9.19K
|
–
|
–
|
–
|
|
|
2004
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$8.75K
|
-$8.92K
|
-207
|
-51%
|
|
|
2005
|
M&R Capital Management
Summit,
New Jersey
|
$8.75K
|
–
|
–
|
–
|
|
|
2006
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$7.79K
|
+$517
|
+12
|
+7%
|
|
|
2007
|
Legend Financial Advisors
Pittsburgh,
Pennsylvania
|
$7.61K
|
-$2.02K
|
-47
|
-21%
|
|
|
2008
|
Nemes Rush Group
Novi,
Michigan
|
$7.53K
|
-$40K
|
-929
|
-84%
|
|
|
2009
|
POM Investment Strategies
Raleigh,
North Carolina
|
$7.26K
|
+$5.13K
|
+119
|
+253%
|
|
|
2010
|
Atlantic Private Wealth
Chapel Hill,
North Carolina
|
$6.96K
|
–
|
–
|
–
|
|
|
2011
|
Paladin Advisory Group
Clive,
Iowa
|
$6.27K
|
-$6.5K
|
-151
|
-51%
|
|
|
2012
|
VanEck Associates
New York
|
$6K
|
–
|
–
|
–
|
|
|
2013
|
Orion Capital Management
Coronado,
California
|
$5.86K
|
–
|
–
|
–
|
|
|
2014
|
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
$5K
|
+$5K
|
+116
|
New
|
|
|
2015
|
Cedar Mountain Advisors
Lake Oswego,
Oregon
|
$4.99K
|
–
|
–
|
–
|
|
|
2016
|
Olistico Wealth
Tulsa,
Oklahoma
|
$4.99K
|
+$4.91K
|
+114
|
New
|
|
|
2017
|
Broadwater Capital
Boston,
Massachusetts
|
$4.9K
|
–
|
–
|
–
|
|
|
2018
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$4.72K
|
+$388
|
+9
|
+9%
|
|
|
2019
|
SJS Investment Consulting
Sylvania,
Ohio
|
$4.55K
|
–
|
–
|
–
|
|
|
2020
|
West Branch Capital
Amherst,
Massachusetts
|
$4.55K
|
+$4.48K
|
+104
|
New
|
|
|
2021
|
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
$4.38K
|
–
|
–
|
–
|
|
|
2022
|
Partnership Wealth Management
Towson,
Maryland
|
$4.36K
|
+$43
|
+1
|
+1%
|
|
|
2023
|
Pathway Financial Advisers
Auburn,
Indiana
|
$4.29K
|
–
|
–
|
–
|
|
|
2024
|
Horizon Bancorp
Michigan City,
Indiana
|
$4K
|
-$1.85K
|
-43
|
-30%
|
|
|
2025
|
PFS Partners
Mine Hill,
New Jersey
|
$3.88K
|
+$43
|
+1
|
+1%
|
|
